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Invesco S&P MidCap Momentum ETF
XMMO

156 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $513M → $685M (+$172M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

13.83% more ownership

Funds ownership: 46.77% → 60.6% (+14%)

1% more funds holding

Funds holding: 154 → 156 (+2)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
66
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$149M
2
SL
Systelligence LLC
Minnesota
+$12.2M
3
LPL Financial
LPL Financial
California
+$7.03M
4
LFAS
Level Four Advisory Services
Texas
+$3.59M
5
FIA
Foundations Investment Advisors
Arizona
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.54M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.35M
3
Wells Fargo
Wells Fargo
California
-$2.54M
4
RL
Retireful LLC
Michigan
-$2.18M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
151
Pinnacle Bancorp
Nebraska
$4.12K +$4.31K +53 New
BWM
152
Baystate Wealth Management
Massachusetts
$4.04K – – –
GWSG
153
GPS Wealth Strategies Group
Colorado
$4.03K – – –
CWP
154
Concord Wealth Partners
Virginia
$3.46K – – –
OIA
155
Optimum Investment Advisors
Illinois
$3.38K – – –
NL
156
NVWM LLC
Pennsylvania
$1.37K – – –
TAM
157
Tucker Asset Management
Colorado
$966 +$976 +12 New
RL
158
Retireful LLC
Michigan
– -$2.18M -27,352 Closed
AWA
159
Arete Wealth Advisors
Illinois
– -$472K -5,938 Closed
Citadel Advisors
160
Citadel Advisors
Florida
– -$471K -5,925 Closed
APWA
161
Atlas Private Wealth Advisors
New Jersey
– -$424K -5,333 Closed
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
– -$386K -4,850 Closed
Marshall Wace
163
Marshall Wace
United Kingdom
– -$380K -4,773 Closed
LSA
164
Lion Street Advisors
Texas
– -$421K -4,627 Closed
TAIM
165
TD Ameritrade Investment Management
Nebraska
– -$274K -3,442 Closed
IAN
166
Integrated Advisors Network
Texas
– -$217K -2,730 Closed
TVAMP
167
Tennessee Valley Asset Management Partners
Tennessee
– -$209K -2,630 Closed
DI
168
Disciplined Investments
Oklahoma
– -$38.7K -487 Closed
PIAS
169
PCA Investment Advisory Services
Ohio
– -$30.1K -379 Closed
CAL
170
Capital Analysts LLC
Pennsylvania
– -$12K -148 Closed
VF
171
VitalStone Financial
Texas
– -$10K -137 Closed
AssetMark Inc
172
AssetMark Inc
California
– -$10K -126 Closed
RI
173
Ridgewood Investments
New Jersey
– -$9.54K -120 Closed
GWMIA
174
Global Wealth Management Investment Advisory
Florida
– -$80 -1 Closed
3 4 5 6
7

XMMO Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2023, worth a combined $685M — up 34% from $513M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMMO positions and 17 closed out — a net gain of 3 holders — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $149M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 156 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $685M of Invesco S&P MidCap Momentum ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2023 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $149M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2023.